Beacon Hill Investment Advisory
Investment Company in Columbus, OH
Our goal is to manage our customers financial matters in a manner that enables them to focus more on their families, their businesses, and their lives. As Successful Business Owners we recognize the challenges you experience on a day to day basis. What was once a passion is now an unlimited to-do list. Your time is spent putting out fires rather than pursuing your future well-being. As independent specialists we recognize how important it is that you have someone you can count on to bounce ideas and supply strategic solutions. Someone that you know has your finest interest at heart.
Contact Details
From Website
Beacon Hill Investment Advisory
read moreClint Edgington, CFA is a principal and founder of Beacon Hill Investment Advisory. He creates optimal portfolios that achieve our client's objectives. For our business clients, Clint creates 401(k) investment menus and enacts our monitoring process. Mark Fissel, CFP is a principal and founder of Beacon Hill Investment Advisory. He creates and implements strategies for retirement plans, wealth transfer and asset protection for our clients. For our business clients, Mark creates efficient corporate retirement plans.
Beacon Hill Investment Advisory
read moreBeacon Hill Investment Advisory will spend ample time understanding a client's life goals and dreams, current financial state, and willingness to take risk to assemble a customized portfolio. While our focus is on the financials, we believe a true understanding of our clients' goals and passions is vital. Our quantitative analysis focuses on identifying the asset classes and manner of investment in them that benefits our clients the most. Active management is the use of managers that research individual stocks and bonds to pick the most favorable ones.
Beacon Hill Investment Advisory
read moreWith the ever-increasing complexity of our lives, confusing financial markets, and the vast array of products and solutions available, financial planning is becoming beneficial to many. The sheer knowledge and time required to understand the changing landscape is enough to exhaust many, and it overwhelms most. This feeling causes many to put off creating a process to plan for their future, jeopardizing their dreams and their family's security. Our financial planning process brings peace of mind, security and organization to an otherwise overwhelming part of our lives.
Beacon Hill Investment Advisory
read moreExperience: Our experience working with Plan Administrators, TPAs, and Recordkeepers allows us to understand the headaches you may run into - and helps us eliminate them for you! Competitive Pricing: We've seen many companies start to take advantage of great relationships as pricing becomes misaligned with industry norms. We analyze our tiered pricing structure annually to ensure we're at or below industry benchmarks. Participant Services: Participants in your plan will have the opportunity to meet one-on-one with an advisor from our office.
- Get free estimates
- No obligation, no pressure
- Save time and money
Similar Businesses
